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West Michigan Advisors’s Coca-Cola KO Stock Holding History

West Michigan Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Buy
14,870
+233
+2% +$18.4K 0.23% 106
2026
Q1 		$1.12M Buy
14,637
+39
+0.3% +$2.95K 0.25% 98
2025
Q4 		$1.02M Sell
14,598
-219
-1% -$15.3K 0.23% 105
2025
Q3 		$990K Sell
14,817
-1,123
-7% -$77.3K 0.24% 99
2025
Q2 		$1.14M Buy
15,940
+4,771
+43% +$340K 0.32% 60
2025
Q1 		$805K Sell
11,169
-229
-2% -$15.3K 0.27% 67
2024
Q4 		$710K Buy
11,398
+380
+3% +$24.8K 0.21% 80
2024
Q3 		$797K Buy
11,018
+72
+0.7% +$4.93K 0.24% 74
2024
Q2 		$702K Sell
10,946
-1,691
-13% -$105K 0.22% 76
2024
Q1 		$773K Buy
12,637
+5,786
+84% +$348K 0.25% 69
2023
Q4 		$404K Sell
6,851
-7,556
-52% -$429K 0.15% 89
2023
Q3 		$807K Buy
14,407
+665
+5% +$39.9K 0.43% 54
2023
Q2 		$828K Buy
13,742
+436
+3% +$27.1K 0.33% 76
2023
Q1 		$825K Buy
13,306
+7,619
+134% +$461K 0.47% 50
2022
Q4 		$362K Sell
5,687
-97
-2% -$5.86K 0.26% 69
2022
Q3 		$325K Sell
5,784
-73
-1% -$4.54K 0.28% 71
2022
Q2 		$368K Sell
5,857
-254
-4% -$16.1K 0.32% 67
2022
Q1 		$379K Buy
6,111
+1,494
+32% +$90.9K 0.26% 73
2021
Q4 		$273K Buy
+4,617
New +$257K 0.2% 95

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Michigan Advisors's KO Position: Q2 2026 in Review

West Michigan Advisors increased its Coca-Cola (KO) stake by 1.6% in Q2 2026, buying an estimated $18.4K and bringing the position to 14,870 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #106.

West Michigan Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • West Michigan Advisors held 14,870 shares of Coca-Cola worth $1.22M as of Q2 2026.
  • West Michigan Advisors bought 233 Coca-Cola shares in Q2 2026, an estimated $18.4K.
  • Coca-Cola made up 0.23% of West Michigan Advisors's portfolio in Q2 2026, its #106 holding.
  • West Michigan Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.